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Hi,
After quote being approved and service delivered, I convert the Quote into an invoice.
Questions:
1. If later changes are done in the Quote they are not being reflected in the Invoice. Is this behavior correct? If so, can this be corrected? I can see the in the Table Invoices the data is duplicated. i.e an invoice is created with the same content of the Quote, maybe this is stopping the update of the Invoice.
2. In Contacts page both Quote and Invoice are referred as 2 invoices, and presenting the Total as twice as much which is incorrect. What is the solution?
3. What is Account field for?
4. Is there a way to have a drop down list of Payment Methods?
After quote being approved and service delivered, I convert the Quote into an invoice.
Questions:
1. If later changes are done in the Quote they are not being reflected in the Invoice. Is this behavior correct? If so, can this be corrected? I can see the in the Table Invoices the data is duplicated. i.e an invoice is created with the same content of the Quote, maybe this is stopping the update of the Invoice.
2. In Contacts page both Quote and Invoice are referred as 2 invoices, and presenting the Total as twice as much which is incorrect. What is the solution?
3. What is Account field for?
4. Is there a way to have a drop down list of Payment Methods?
Responses (3)
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Accepted Answer
0hello,
1. yes this behavior is correct. once the quote is converted to invoice, the quote and the invoice are two completely independent and separate entities. This not something to be "corrected", really.. this is the behavior that is expected. If you require the two to be linked, then some additional custom coding is needed...
2. ops. I will take a look at this!
3. Account? where?
4. not at the moment, no. -
Accepted Answer
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Accepted Answer
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